Wealth Management: A Full-Service Brokerage
The goal? Growing and preserving your money.
Your idea of what it means to be wealthy is likely different from everyone else. It may mean owning property, spending more time with family and friends, or traveling the world.
No matter how you define wealth, our goal is to bring more of it into your life — and that starts by contacting one of our Wealth Consultants through Credential Securities. Their approach is comprehensive, their advice backed by in-depth research and expertise, and most importantly, their service is personal.
A Wealth Consultant will take the time to understand your dreams for the future and map out a plan that’s tailored to your investment style and risk tolerance to help you get there. For a powerful and well-diversified investment plan, you’ve come to the right place. Our seasoned Wealth Consultants have access to thousands of stocks, bonds, high net worth portfolios, and mutual funds to help fuel your investment portfolio.
Contact a Wealth Consultant today.
- Portfolio reviews
- Retirement savings and income
- Estate planning
- Business succession planning
- Education planning
Reaching your financial goals is easy. It begins with a conversation.
Mutual Funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade Securities Inc.is a Member of the Canadian Investor Protection Fund.